Why the world’s “white gold” market is under pressure What’s happening? Lithium demand is showing signs of strong rebound: Chilean producer SQM expects this year’s demand to exceed 1.5 million tones, a roughly 25 % increase from 2024. At the same time, analysts warn of supply chain stress because most lithium production remains regionally concentrated in the so called “Lithium Triangle” of Chile, Argentina and Bolivia. Why markets care Input cost risk : Lithium is a key compo

What’s going on? Global cocoa producers, particularly in West Africa home to over two thirds of world output are confronting serious production shortfalls. The Côte d'Ivoire Ghana cocoa belt, already facing ageing trees, diseases, and labour issues, now faces a drought induced output drop of roughly 10 % for the 2025/26 season, according to industry sources. Meanwhile, at the same time, global consumption is showing signs of weakness especially in processing heavy regions put

Gold has quietly reasserted itself as one of the most important assets for global financial stability. According to the World Gold Council, central banks around the world expect to increase their gold reserves, with 95 % of respondents in their latest survey saying they believe global central-bank gold reserves will rise in the next 12 months. At the same time, data from Goldman Sachs shows that central bank purchases of gold remain likely to climb, even amid record high pric

Copper used to be just a cyclical industrial metal. In 2025, it’s looking more like a strategic choke point  in the energy transition and electrification story. A chain of supply hits Several major disruptions have tightened the copper market: The shutdown of the massive Cobre Panamá mine  due to political upheaval in Panama removed a significant chunk of annual global copper supply and highlighted the geopolitical risk embedded in key projects. A deadly mudslide at Indonesia

Oil markets are under pressure. Global benchmarks slipped as fresh data once again pointed to rising inventories and signs that demand is faltering. It’s a clear shift, supply is gaining the upper hand, and the market is responding. Supply Outpacing Demand Sizable builds in crude and fuel stocks in the U.S. have reinforced the narrative of abundance. Meanwhile, production shows few signs of easing, adding to the sense that the market could be dealing with a surplus. Demand Ou